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Tata Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9406 Cr | ₹8753 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 73% | 10.69% |
| Expense Ratio | 1.8 | 1.77 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K01247 | INF277K01428 |
| Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.93% | -0.98% |
| 6 Month | 3.33% | -0.96% |
| 1 Year | 3.5% | -1.94% |
| 3 Year | 22.98% | 11.95% |
| 5 Year | 20.67% | 15.86% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.52% | -0.11% |
| 1 Year | 15.77% | 6.97% |
| 3 Year | 21.96% | 9.74% |
| 5 Year | 20.49% | 12.48% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.39% | 15.66% |
| 3 Year | 14.76% | 15.13% |
| 5 Year | 15.03% | 14.58% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.70% | 12.55% |
| Sharp | 1.10% | 0.49% |
| Beta | 1.00% | 0.89% |
| Alpha | 4.57% | -4.12% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Chandraprakash Padiyar |
| Total AUM | ₹12070 Cr | ₹15627 Cr |
| Funds Managed | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.93 | 8.39 |
| Large Cap | 30.32 | 43.76 |
| Small Cap | 20.77 | 13.72 |
| Mid Cap | 41.98 | 34.14 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 0.73 | 6.6 |
| Communication Services | 1.65 | 6.29 |
| Consumer Cyclical | 20.27 | 4.63 |
| Healthcare | 19.25 | 4.29 |
| Real Estate | 7.65 | 4.41 |
| Financial Services | 29.75 | 30.62 |
| Technology | 6.17 | 3.31 |
| Basic Materials | 3.45 | 13.8 |
| Industrials | 11.1 | 11.18 |
| Energy | - | 4.71 |
| Consumer Defensive | - | 7.56 |
| Utilities | - | 2.58 |
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